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Opes Wealth Management LLC: DMXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Opes Wealth Management LLC on DMXF, newest first. How the timeline and the estimate are built.

Opes Wealth Management LLC held 20,590 DMXF shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 20,590 shares
    Change vs previous 13F +620 shares

    0.27% of the 13F portfolio, value $1,553,516.

    13F-HR 0001766918-26-000002 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 19,970 shares
    Change vs previous 13F +150 shares

    0.25% of the 13F portfolio, value $1,500,945.

    13F-HR 0001766918-26-000001 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 19,820 shares
    Change vs previous 13F +65 shares

    0.26% of the 13F portfolio, value $1,501,167.

    13F-HR 0001766918-25-000003 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 19,755 shares
    Change vs previous 13F -1,490 shares

    0.26% of the 13F portfolio, value $1,470,562.

    13F-HR 0001085146-25-004343 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 21,245 shares
    Change vs previous 13F -850 shares

    0.29% of the 13F portfolio, value $1,430,638.

    13F-HR 0001085146-25-002635 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 22,095 shares
    Change vs previous 13F +335 shares

    0.29% of the 13F portfolio, value $1,427,779.

    13F-HR 0001085146-25-000651 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 21,760 shares
    Change vs previous 13F +645 shares

    0.3% of the 13F portfolio, value $1,567,590.

    13F-HR 0001085146-24-005217 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 21,115 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,423,738.

    13F-HR 0001085146-24-003505 filed by Opes Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).